See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,611 | $57,354-18.7% | $83,848-44.4% | $64,186-27.4% |
| Participation rate | 77.6% | 68.6%+9.0pp | 76.1%+1.4pp | 69.6%+8.0pp |
| Annual return | -6.55% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,868 | $2,545-26.6% | $3,631-48.6% | $2,381-21.6% |
| Participant deferral / active EE | $4,099 | $2,993+37.0% | $4,082+0.4% | $3,470+18.2% |
| Admin fee / account holder | $17,111 | $4,046+322.9% | $5,478+212.3% | $4,888+250.1% |